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How to create and manage a retainer project

Intervals is a flexible project management tool that is agnostic in regards to fixed price, time and material, and retainer projects. This flexibility enables you to designate and track different types of billable projects. This help article will cover our recommended best practices for configuring and managing a retainer project. Creating the project Create the […]

How do I transfer account ownership to another administrator?

Intervals requires that the administrator level user who initially created the account be designated as the Intervals Administrator. This designation grants that person, as well as the Billing Contact, ownership of the account and authority to request account level changes via our support team. This person cannot have their account deactivated. However, there are scenarios […]

How to add time to a project

While Intervals does place an emphasis on tracking time on individual tasks, it does not require you to do so. You also have the option to add general time to projects. In fact, there are plenty of use cases when tracking time at the project level makes more sense: Phone calls that don’t have an […]

How to Import Time

There are a few scenarios where importing time entries is going to be faster and easier than entering them manually. For example, you may need to initialize your account with historical time tracking data. Or, you may have one or more weeks of time tracking data for your entire team in an Excel spreadsheet. The […]

Introduction to Recurring Tasks

What are recurring tasks? We created the recurring tasks feature so that companies can automate workflows around assigning and managing work that is repetitive in nature. There are an infinite number of different use cases for this feature, however, the common denominator is that each new task is automatically created and appended to a series […]

How to create a recurring task

A recurring task is created like any other task, but with one additional step — a recurring schedule is attached to it. This step of filling out the recurring schedule can be done at the same time the task is created. Here’s how: Go to Tasks → Create a new task Fill out the task […]

How to add recurrence to an existing task

Any existing task can have a recurring schedule added to it. This can be done by filling out the recurrence settings for that task. Here’s how: Click to view the task that you would like to add recurrence to. Click the tab labeled “Recurrence” to reveal the scheduling options Select whether the task should be […]

What is a recurring task profile?

The term “recurring task profile” is a designation given to the task that is serving as the template for the series. For most use cases this will be the first task in the series. While still a task, being the recurring task profile means the task also includes the scheduling instructions for how future tasks […]

Recurring tasks and email notifications

When it comes to notifying people about a task update, recurring tasks function much like any other task. The owners, assignees, and followers who have the relevant email preferences enabled are notified by email. The only person not notified is the one who’s updating the task. This has always been the case, as Intervals doesn’t […]

What happens when the next recurring task can’t be created?

There are some scenarios where Intervals will be unable to repeat the next recurring task in a series. When that happens, recurrence will be halted and the task owner is notified. To resume recurrence, the task first needs to be updated to resolve the issue that caused recurrence to stop. There will be a notice […]

How to manage a task in a series

The most recently created task in a recurring series will typically be the main focus of your team’s work efforts. At some point, however, there will be a need to update an earlier task in the series. This is even more likely to happen if there are two or more tasks in the series that […]

When are recurring tasks created?

Intervals will create each task in the series just after midnight on the day of its next scheduled recurrence. For example, a task set to repeat on the Monday of each week will be created in the wee hours of Monday morning. By the time you’ve sat down to start your work day, the newly […]

Recurring tasks scheduling options

When scheduling a recurring task there are several options that will govern how new tasks in the series will be created. Here’s how each of those options works. Schedule Determines the frequency at which each new task in the series will be created. The options are daily, weekly, monthly, quarterly, and annually. Each of scheduling […]

How do I enable recurring tasks in my Intervals account?

The recurring tasks feature is currently a beta feature that is available to all accounts. Previously it was only available to our early adopter customers, but it has been released as a beta feature for all accounts. We are in the process of collecting feedback and iterating on this feature to get it ready for […]

How to display unbillable time

Billable projects will often include some unbillable time. Intervals gives your team the option to mark their time entries as unbillable, so that every hour can be tracked and accounted for. However, the dashboards and estimate vs actual pages of a billable project will default to displaying only the billable. So, how do you display […]

GDPR

The General Data Protection Regulation (GDPR) is a data protection and privacy law for individuals in the European Union. The GDPR was adopted in April 2016, and became enforceable on May 25, 2018. The GDPR gives individuals greater control over how their personal data is collected and processed. We are committed to protecting our customer’s […]

Document upload file size limit

While the total amount of document storage allotted to your account is based on your current monthly plan, there is a file size limit of 100 megabytes per each individual document being uploaded.

Can I still update my timesheet after submitting it for approval?

We received the following question from an Intervals customer: I accidentally submitted an incomplete timesheet. How do I modify it and resbumit the time? When a timesheet is submitted for approval it will remain in that state until an administrator approves it. As long as it hasn’t yet been approved you can continue updating your […]

How to create and use one general module

Modules are one of the most powerful features for categorizing tasks that Intervals has to offer. However, they can be too advanced a feature in some scenarios. When that is the case the solution is to whittle down your list of modules to just one, and name it something like “General.” This will cause Intervals […]

How to deactivate a module

Modules are a powerful feature that enable you to segment your tasks into custom categories. After setting up the initial list of modules, each new project will contain a pool of those default modules that are available for tasks. As the project progresses, and more tasks are assigned, having them categorized by module makes for […]

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